Stock selection strategy is an equity balanced investment strategy. Equity will normally take majority of allocation. However, when potential systemic risk becomes significant, the proportion of cash or fixed income will be increased to reduce the risk exposure. For equity selection, we focus on the fundamentals and value of the stocks. We also apply quantitative research to help manage investment risk.
Seresia’s research system is designed based on our CEO’s professional experience of nearly 30 years. The system established a clear workflow of portfolio construction, monitoring, risk management and reporting. For stock selection, we combine top-down approach combined with the quantitative analysis. As an institution investor, we always place the top-priority of investment on risk management. While pursuing the drivers of investment return, our research also focus on monitoring investment risk.
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